Delivery Hero SE Lowers FY 2025 Financial Outlook

Delivery Hero SE has revised its financial guidance for fiscal year 2025 due to foreign exchange rate challenges. The company now anticipates lower adjusted EBITDA, ranging from EUR 900-940 million, down from the previously estimated EUR 975-1,025 million. This adjustment is primarily driven by EUR 110 million in foreign exchange headwinds.

Furthermore, Delivery Hero adjusted its Free Cash Flow expectations to over EUR 120 million, reduced from the earlier guidance of more than EUR 200 million, influenced by approximately EUR 80 million in currency exchange impacts. Despite these setbacks, the company projects a Gross Merchandise Value growth at the upper end of an 8-10% range, with Total Segment Revenue predicted to rise by 22-24%.

The adjusted guidance reflects currency fluctuations, notably the Euro strengthening against USD-pegged currencies and the Korean Won, affecting financial outcomes adversely. Nevertheless, the company continues to exhibit robust growth across several markets.